Hello,
 

By default, the "StartDate" (Start) field should be populated with the default value (the current date). Please check if this default value is not being overridden in your packages.

Additionally, consider checking if the issue might be related to another field with the same name.
 

It’s also possible that you lack permissions for the column value, etc.
 

I recommend investigating the error in more detail within the Insert request in the network to see what parameters are being passed into the fields.
 

I hope this helps!

Thank you! I will try that. 

Hello,
Creatio does not currently have built-in functionality to upload files automatically through a business process. Files can only be uploaded manually via the “Files and Links” detail. 

Thank you!

Hi Ramya,

Unfortunately, it is not possible to hide the blue flag option in Next Steps using OOTB functionality. This can only be achieved with development tools, but we currently do not have examples of such an implementation.
 
Additionally, we have created a task for the responsible R&D team to consider adding this functionality in future releases.

Hello,

Have you tried this Add-on?
https://marketplace.creatio.com/app/section-actions-dashboard-manager-c…

Hello!

To set up something like this u will need:

At first create process which which will deactivate user depends on contact Id. I named it Deactivate sub.

1. 1. Add parameter "Contact" type "Id"

2. Setup read data element, to find the user connected to this contact.

3. Modify this user.

Then create a parent process that will run "Deactive sub" i named it Deactive.

1. 1. Add parameter collection and add inside it parameter type Id.

2. Add a subprocess parameter which is "Deactivate sub" and set process parameters.

Add a button to the page, and set it to run the process as it shown on the screenshot.

Use this to create a similar process for activating users. However, I recommend adding checking if a user exists for this contact.

Hello,

Here is the example of a handler where I read all values displayed in the list of contacts on the account form page:

{
                request: 'crt.SaveRecordsRequest',
                handler: async(request, next) => {
                  if (request.itemsAttributeName == "GridDetail_9ib3s20"
) {
                    const gridDetail = await request.$context.GridDetail_9ib3s20;
                    let nameColumnValues = [];
                    gridDetail.forEach((item) => {
 
                      nameColumnValues.push(item.GridDetail_9ib3s20DS_Name.__zone_symbol__value);
 
                    });
                    console.log(nameColumnValues);
                  }
                  return next?.handle(request);
                }
            }

GridDetail_9ib3s20 - is the attribute name for my test list.

As a result the array of names was logged in the console:

So you can try the same approach on your end.

I saw in the debugging is there some resultParameterValues in the response, but is null and I have one output parameter?

Julio.Falcon_Nodos,

Solved! due the debugging resultParameterNames element I tried and works, here the result

// Inicialize Process input parameters
var ClienteObject = await request.$context.NCSDetalleDelPedidoDS_NCSCuenta_kn04jps;
var LugarPobladoObject = await request.$context.NCSDetalleDelPedidoDS_NCSLugarPoblado_g8rmatm;
var ProductoObject = await request.$context.NCSDetalleDelPedidoDS_NCSProducto_cuzrngv;
if ( ClienteObject == null || LugarPobladoObject == null || ProductoObject == null ) {
	await next?.handle(request);
 
}
/// Run process
const handlerChain = sdk.HandlerChainService.instance;
const result = await handlerChain.process({
	type: "crt.RunBusinessProcessRequest",
	processName: "NCSPrecioFinalProductoPedido",
	processParameters: {
		DetallePedidoID: await request.$context.Id,
		ClienteID: ClienteObject.value,
		LugarPobladoID: LugarPobladoObject.value,
		ProductoID: ProductoObject.value
 
	},
	/* Process Output Paramters */
	"resultParameterNames": [
		"PrecioFinal",
		"ProcessesRanOK"
	],
	$context: request.$context
});
 
// Result is OK?
if ( result.success && result.resultParameterValues[ "ProcessesRanOK" ] ) {
	// OK, get price
	request.$context.NCSDetalleDelPedidoDS_NCSPrecio_leqtalu = result.resultParameterValues[ "PrecioFinal" ];
 
} else {
	// Some error msg
	console.log( "Error getting price" )
 
}

Julio.Falcon_Nodos,

Julio, excellent find - I assume the start of the process needs to be marked as "run in background" = false? Can you check if your process is marked that way?

Ryan

.

Ryan Farley,

Hi Ryan, 

Yes, I have configured it as you indicate. Happy to help you!

Julio

Does anybody know which version of Creatio this works from? I'm seeming to get errors thrown when trying what Julio showed, and can't seem to track down what's causing it. We're currently running on 8.1.3, so was wondering if that might be the cause - what version were you running where it worked Julio? The error we see in the Network tab:

And the error text for reference:

The server encountered an error processing the request. The exception message is 'There was an error deserializing the object of type Terrasoft.Core.ServiceModelContract.RunProcessRequest. End element 'value' from namespace '' expected. Found element 'value' from namespace ''.'. See server logs for more details.

Checking the server logs, I don't see anything that gives much more information. I've tried using Output only and Bidirectional parameters, same result. To me, the error message seems to be saying it found what it was looking for, so I don't really understand why it should be throwing an error!

I've double checked that I'm using the right Parameter Code, and tried creating a new Parameter with a different Code to be requested to return and still get the same error.

Harvey Adcock,

I had tried this in an earlier version of Creatio and it definitely did not work, but I can't remember what version it was when I originally tried. I don't recall getting an error however, just didn't get any values back fore the params. Either way, I believe this was something that started working along the way, but I don't have any specifics. 

Ryan

Thanks Ryan, yes just discovered that I was accidentally passing a Lookup, rather than the Lookup's value (the actual Id!). So user error, and the data is being returned as expected in 8.1.3 I can confirm for anyone else looking. Not the clearest error for identifying the issue!

Hello,

The only way to use cloud Power BI with our connector is by configuring a gateway.

We can also recommend this official guide:
https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install
https://learn.microsoft.com/en-us/power-bi/connect-data/service-gateway-data-sources

Best regards,

Antonii.

Hello, 

Having analyzed the error you mentioned, we want to inform you that PowerBI add-on doesn't maintain the cloud version. 
This add-on works only with desktop application, according to the instruction:
https://marketplace.creatio.com/sites/en/files/app-guide/Power%20BI%20Setup%20guide_1.pdf

Best regards,
Ivan

The latest version of the Excel reports add-on in the marketplace has a process element to generate excel files. https://marketplace.creatio.com/app/excel-reports-builder-creatio

You could possibly use that in a process and then attach it a record or email it somewhere to include the data you want to export. Not sure if that would help you accomplish the task or not, but wanted to mention that as a no code approach to generate an Excel file as an "export". 

However, you could also read the data from Creatio via OData and write it to files somewhere as well.

Ryan

The API is very powerful as well. There is also a product called Starfish that can work. Depends on your level of expertise. We use both.

Is it possible to make automated process to export contact data on a daily basis without using marketplace products?

Ryan Farley,

After reading the description and installation part of Excel reports add-on in the marketplace, I came to know that this product will provide analysis reports in Excel file. Is there a way to have process element in process designer which directly takes data and export it in specific location?

Hello!

Actually it occurs because all dates savings in DB in UTC time zone and only then converting to users according their timezone settings. But when you making API request it returns date same as in DB. There is no possibility to change this behavior at this moment.